GI
SIR

Glovista Investments’s SELECT INCOME REIT SIR Stock Holding History

Glovista Investments’s Portfolio SIR Stock Details SIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-231,272
Closed -$2.28M – 122
2018
Q2 		$2.28M Sell
231,272
-91,651
-28% -$824K 0.56% 34
2018
Q1 		$2.77M Buy
+322,923
New +$2.95M 0.61% 33

Other funds holding SIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MP
Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glovista Investments's SIR Position: Q3 2018 in Review

Glovista Investments sold out of SELECT INCOME REIT (SIR) in Q3 2018, closing a stake of 231,272 shares — an estimated $2.28M sold.

Glovista Investments first reported a position in SIR in Q1 2018 and held it in 2 quarters. The position peaked at $2.77M in Q1 2018. 194 funds tracked by Wall St. Rank hold SIR as of Q3 2018.

  • Glovista Investments reported no remaining SELECT INCOME REIT position as of Q3 2018 after selling out during the quarter.
  • Glovista Investments sold 231,272 SELECT INCOME REIT shares in Q3 2018, an estimated $2.28M.
  • Glovista Investments first reported a position in SELECT INCOME REIT in Q1 2018 and held it in 2 quarters.
  • Glovista Investments's SELECT INCOME REIT position peaked at $2.77M in Q1 2018.
  • 194 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q3 2018.

Based on Glovista Investments's 13F filing for Q3 2018, filed 14 Nov 2018.